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Tax Partner

Relevante, Inc.
Baltimore, MD
January 26, 2023


We have recently partnered with a CPA firm in Towson, MD to provide them with a Tax Partner. (Remote or Hybrid)

Responsibilities of the Tax Partner:

Responsible for maintaining and supporting 25-35 key client relationships totaling 3-4M

Oversees tax engagements including planning, delegating, and compliance

Provides ideas to improve client’s systems and operations during client engagements

Participates in a sales-based culture with a commitment to grow the tax practice

Seeks opportunities to expand our services to clients

Analyzes IRS notices and reviews responses prepared by other tax personnel

Requirements of the Tax Partner:

10 + years of leadership experience with a well-established public accounting firm in the mid-market or higher

Demonstrates extensive knowledge in individual, partnership and corporate tax return preparation as well as tax planning and tax research

Successfully manages and expands client relationships upwards $2 MM

Bachelor’s in accounting or related field with an active CPA license required

Advanced degree in accounting, tax or law preferred

Experience with ProSystemfx Tax, Advance Flow, CCH, RIA, BNA and other tax preparation / research software

Excellent project management, analytical, interpersonal, oral and written communication skills

Acts and makes decisions with professionalism, integrity and an entrepreneurial mindset

Benefits of the Tax Partner:

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short / Long Term Disability Insurance

401(k) Profit Sharing